IEQ Capital logo

IEQ Capital Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

IEQ Capital operates as a registered investment adviser within the financial services industry, based in San Francisco, California. The firm describes its mission as transforming traditional wealth management by integrating both intellectual and emotional quotients into investment decision making and client relationships. It emphasizes a values-driven culture intended to foster connection and collaboration with clients while pursuing investment outcomes aligned with their objectives.

It positions itself as a smaller, client-focused alternative designed to minimize the distractions and constraints that can accompany larger organizations. In December 2025, IEQ Capital expanded its geographic footprint with a New York City office.

Find IEQ Capital employees' phone numbers or email addresses

IEQ Capital Global Highlights

Location
Employees

North America
321

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  • United States Of America
    321

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

IEQ Capital's Leadership

  • Stylized image of a person
    L. K.
    General Counsel & Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    M. W.
    Partner, Chief Client Officer
    Phone icon
  • Stylized image of a person
    J. O.
    Managing Director
    Phone icon
  • Stylized image of a person
    D. L.
    Senior Managing Director
    Phone icon
  • Stylized image of a person
    J. C.
    Associate Director
    Phone icon
  • Stylized image of a person
    A. M.
    Associate Director, Marketing
    Phone icon
  • Stylized image of a person
    A. S.
    Senior Director
    Phone icon
  • Stylized image of a person
    D. T.
    Associate Director - Billing Operations
    Phone icon

IEQ Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Accounting
  • Other
  • Engineering

Contact profiles from IEQ Capital

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. K.
    General Counsel & Chief Compliance Officer
    Phone icon
    Jul 28, 2026
  • Stylized image of a person
    M. W.
    Partner, Chief Client Officer
    Phone icon
    UNITED KINGDOM
    Jul 22, 2026
  • Stylized image of a person
    J. O.
    Managing Director
    Phone icon
    Jul 22, 2026
  • Stylized image of a person
    D. L.
    Senior Managing Director
    Phone icon
    Bay
    Jul 29, 2026
  • Stylized image of a person
    J. C.
    Associate Director
    Phone icon
    Bay
    Apr 16, 2026
  • Stylized image of a person
    A. M.
    Associate Director, Marketing
    Phone icon
    Bay
    Jul 27, 2026
  • Stylized image of a person
    A. S.
    Senior Director
    Phone icon
    Bay
    May 18, 2026
  • Stylized image of a person
    D. T.
    Associate Director - Billing Operations
    Phone icon
    Bay
    Jul 13, 2026
  • Stylized image of a person
    D. K.
    Managing Director
    Phone icon
    Bay
    Jun 17, 2026
  • Stylized image of a person
    I. K.
    Associate Director
    Phone icon
    Bay
    Jul 31, 2026

Frequently Asked Questions

What is IEQ Capital known for?

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IEQ Capital was founded in 2019 operates in the Financial Services industry. Explore IEQ Capital's company overview page for more information.

What is IEQ Capital's most common email format?

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IEQ Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IEQ Capital email formats with LeadIQ.

How many employees does IEQ Capital have currently?

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IEQ Capital has approximately 338 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are IEQ Capital's key employees and leadership?

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As of July 2026, IEQ Capital's key employees include:

  • General Counsel & Chief Compliance Officer: L. K.
  • Partner, Chief Client Officer: M. W.
  • Managing Director: J. O.
  • Senior Managing Director: D. L.
  • Associate Director: J. C.

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